Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.3B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,283
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$60.5M
3
+$38.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$29.1M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$28.9M

Top Sells

1
+$22.4M
2
+$22M
3
+$20.3M
4
AAPL icon
Apple
AAPL
+$19.3M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$16.7M

Sector Composition

1 Technology 7.96%
2 Financials 4.93%
3 Healthcare 4.48%
4 Consumer Discretionary 3.58%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4.26M 0.02%
140,025
-6,535
677
$4.25M 0.02%
68,429
+5,587
678
$4.19M 0.02%
51,224
+4,728
679
$4.18M 0.02%
85,799
+7,348
680
$4.17M 0.02%
152,947
+131,539
681
$4.16M 0.02%
132,600
+111,637
682
$4.16M 0.02%
16,139
-1,617
683
$4.16M 0.02%
+18,076
684
$4.15M 0.02%
183,220
+25,380
685
$4.15M 0.02%
168,673
-85,524
686
$4.15M 0.02%
84,765
+18,801
687
$4.14M 0.02%
103,852
+35
688
$4.11M 0.02%
96,612
+3,180
689
$4.1M 0.02%
197,782
-11,115
690
$4.1M 0.02%
92,713
-1,792
691
$4.08M 0.02%
168,090
-41,310
692
$4.08M 0.02%
117,696
+68,265
693
$4.07M 0.02%
429,008
-7,469
694
$4.06M 0.02%
152,272
+11,800
695
$4.05M 0.02%
80,097
-10,172
696
$4.03M 0.02%
116,352
+11,334
697
$4.02M 0.02%
48,908
-2,279
698
$4M 0.02%
144,250
-1,500
699
$4M 0.02%
11,259
-3,205
700
$4M 0.02%
87,631
+37,065
26 27
28
29 30